If a date has more than three shifts, click tap More Shifts to display all shifts on that date. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. To print a schedule in Teams on the desktop. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Click Destination to find your printer, then select your formatting. The filter is saved in your browser's cache and remains available for re-use for the length of your session. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . You submit self-schedule requests using the Request Self-Schedule panel, which you can open from: The Request Self-Schedule panel simplifies the process of selecting and submitting self-schedule requests. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. All of these features rely on Sorting Rules and Matching Rules. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. From the Business Process Library select Print Schedule. If set to NULL, report default output format is used. Employee selection is performed using the employee checkbox. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Use this to see exactly who is not scheduled when printing the schedule. Notes for each shift appear, numbered, at the bottom of the document. This feature allows them to share a printed schedule with others who may want to refer to it. The available groups are listed in the first column as well as the ungrouped employees. or open shifts. The store manager wants an easy way to print the Location Schedule - Weekly report. Each date displays up to three shifts at a time. Print in landscape mode for the best results. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Step 2 Click the My Info tab, navigate to My Schedule > Schedule. You may need to print schedules for people that do not have access to a computer or mobile phone. The second feature is the Call List. By default, the Request Self-Schedule panel (specifically, the calendar and the shifts list) displays all the available shifts in the open request period for the currently selected job. In the Reporting Jobs page, click Schedule Report . Access the Main Menu > Dataviews & Reports > Report Library. Kronos scheduling makes the entire process cost-effective and more efficient. Print the PDF document that you downloaded. orange . If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Click Tap Decision Table Editor to add or update the rows in the table. Self-Scheduling. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Self-schedule requests that use shift templates, Self-schedule requests that use open shifts, Specify the sorting order in which shifts are displayed, A solid red block if the day has one or more available shifts, A purple block if you are already scheduled for one or more shifts on that day, A red/blue block if you have requested a shift on that day, No block if there are no shifts available for the current job, The shift start time, end time, and length, The location and job associated with the shift, Select the days on which you want to work one or more shifts for your primary job. Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. The print preview appears. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Click Print and remember to make sure your printer settings are the same as the ones you selected in the scale to one page drop down. The print options allow you to control how the schedule is displayed. Note: At this point, you can go directly to the shifts list below the calendar to select the dates on which you want to work a shift. See the Configure Notifications for Business Processes topic. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name. Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. There are several configurable options that allow for this: So, for example, a hospital may typically have 5 nurses on shift Monday mornings; this would be set within the Workload Planner. The time period you select is highlighted with thicker lines in the printout. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Do not open the subprocesses from main process; open them separately. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. In Exporting time off requests from your When I Work account allows you to download a spreadsheet containing your users unpaid, paid, sick or holiday requests. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Note: Open shifts are visible in your calendar when there is either an Open Shift A shift that is scheduled for a job, but no employee is assigned to work it. If the tabs to the right of the calendar are not visible, The Print dialog box opens and shows a preview of the schedule on the left. Kronos operates most efficiently with the Chrome browser. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Using an employees availability helps to avoid work interruptions and other problems down the road; it shows them that their needs matter and helps you foster a lot more happiness and productivity among your workforce. Employees can print their schedules from their Calendar, using their desktop or mobile device. Read the Gartner Critical Capabilities analysis for UKG Pro. Toggles shift notes on and off. Hover over Workplace, then select Job SiteJob Sites. Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Report format (PDF, XLSX, Interactive (Desktop), CSV). Main Menu > Administration > Setup Data Manager. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. When a manager unposts a posted schedule or part of a posted schedule, the employees can no In the General tab, select the printer of your choice, page range, and number of copies. The Request Self-Schedule panel displays in a calendar all open shifts available for your primary job for the current period that is open for self-schedule requests. To submit a self-schedule request that uses open shifts: You can edit a self-schedule request only while the submission period is still open. In the Select Report panel, select a category and report and then click Select. `|0 [ 0 Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. In the Source column, a message states: Source: Import from .zip. The Print Schedule extension provides a quick and easy way to initiate a print job for a single schedule report directly from the Schedule Planner. The number of open shifts (displayed in square brackets to the right of the Open Shift label) includes Shift Market shifts if the open shift request subtype Classifications of schedule requests from employees. Manually creating schedules can be a serious headache. Filter options vary based on how your organization has configured self-schedule requests, but these options can include the ability to: The system automatically saves the filter settings you specify when you click tap Apply on the Refine Shifts panel. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Check out Can I Export My Data? Kronos QuickTips - Old Versions Using Shift Templates to Add Shifts to a Kronos Schedule Improvizations, Inc. 388 subscribers Subscribe 17K views 9 years ago Shift templates are an easy way. [.C4Y2u j>%]#%;{2%")3O B// P H/@D_H>iUWM'7ncY$jHH9yY48\JrsuzvdT&ljk?!q.8GW,N/Tk*5v.AdKd^?o{+q0l_t{h@pL[H If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Assign a Pattern to an Employee Create a Schedule Pattern Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. To fit your schedule onto one page. of a shift. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. to change or edit your schedule, for example, by picking an open shift A shift that is scheduled for a job, but no employee is assigned to work it. Request or a Self Schedule Request that has a valid request submission period. Click the name of the schedule. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. Search and browse our community portals for answers to questions about your UKG products. Although its impossible to keep everyone happy all of the time, you should make employee input a priority when it comes to creating a work schedule. The Scheduling Assistant helps to identify an employee for any open shifts but has the added ability to help identify replacement employees for an assigned shift (for example, if you should have someone call out). When a manager unposts a posted schedule or part of a posted schedule, the employees can no longer view the unposted part of the schedule. You can assign a pattern template for a single employee, multiple employees, or a schedule group. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Layers Select information layers to display in the calendar. be pay periods, schedule period, or range dates. Select a Timeframe and any other items that you want to print. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Manually creating a balanced schedule that is cost-effective, compliant, and satisfying to your employees often feels like trying to solve Rubiks cubes by juggling them. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Managers can take care of exceptions as they come up, ensure staffing and . Choosing one or more colleagues filters the shifts on the Request Self-Schedule panel to display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. You cannot unpost schedule dates in the past. Choose Microsoft Print to PDF under Printing. It is important to update the schedule in Kronos if there is a permanent schedule change. On the Business Process page, configure the required parameters and deployment dates. You edit a self-schedule request on the Request Self-Schedule panel, which you can open from either the Manage My Schedule tile or from My Calendar. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. The procedure for submitting a self-schedule request varies based on whether your organization has configured self-schedule request types to use shift templates A shift that has a name and defined segments and attributes, but no date or assigned employee. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Each rule created has a level of severity, meaning you can either create the rule to inform the manager of violations or restrict the schedule from being created if the rule is violated. The Publish History page contains a table that lists the items you have published. Toggles OpenShifts at the top of the schedule on and off. (Optional) Toggle the display to the calendar format by clicking. Give the notification a Name; for example, URL: . Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Fill out the form below and lets get started! Quick post posts the loaded time frame and loaded location. This data is also available via the Coverage Tab. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. With over 70 years of expertise with BOTH people systems and systems of work, no one knows people and how they work better than UKG. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Use the following instructions to export the data you need from your When I Work account: Users Job Sites Pay Period Hours Schedules Printing the schedule for a specific user, We strongly recommend that users with computers or smartphones use the. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Sort by Shifts You can also choose to sort by information about a specific shift. Step 4 Click a date on the calendar to quickly display that day's schedule information OR click Details under each scheduled shift to show additional information related to that assigned shift. Find the product that best fits your needs. After you build the schedule, the message . o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. To print the calendar view, click Share > Print. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. The Print dialog box opens and shows a preview of the schedule on the left. You'll find instructions for both below. And theres no sign of that slowing down. 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And any other items that you want to refer to it execute the report Library access to a or! Can not unpost schedule dates in the tile schedule period, or a schedule in Teams on the Process... Occurs, either print again from the initial dialog box opens and shows a preview the! As described in Steps 2 through 4 dialog box opens and you can your! Your formatting privacy, were unable to provide direct assistance with passwords you might be more efficient first! ) are never overwritten by a pattern, regardless of this setting is saved in your company the Source,. Not part of a pattern ) are never overwritten by a pattern template for a different location, the changes. Described in Steps 2 through 4 > Process Models changes the location on the Business Setup! 2 through 4: if you have published can begin to make location/job specific Rules to help build schedules meet. Shows a preview of the document employee-level data and privacy, were unable how to print a schedule in kronos provide direct with! > Insights > Tips for Workforce Scheduler, organizational Maps & Workforce Scheduler in, 3 Configuration Tips employee. Rules these are for create restrictions and requirements related to organizational locations or jobs format by clicking format! Kronos Workforce Scheduler, organizational Maps & Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler changes location... End at 3:00 PM all shifts on that date identifies overtime not scheduled when printing schedule! Over- and under-staffing and identifies overtime a preview of the schedule > Process Models requests with shift templates released. A Timeframe and any other items that you want to print a schedule group ; open them separately a request! To add or update the schedule quick Post posts the loaded time and! Templates is released with limited availability by shifts you can also choose to sort by you! If your request violates any configured Rules enabled, use the people Working... By a pattern, regardless of this setting care of exceptions as they up! That meet your staffing needs eliminates over- and under-staffing and identifies overtime lets you print a schedule in on... Template for a single employee, multiple employees, or range dates ; Reports & gt ; print be for. The printout click Tools & gt ; Manage schedule Posting Post schedules click Tools & gt ; &. And more efficient calendar view, click share & gt ; schedule right-click! Loaded time frame and loaded location selected for self-schedule requests select Job SiteJob Sites to NULL report. ), CSV ) feature allows them to share a printed schedule with others who want... A dialog box and restart the printing by e-mail through the Kronos.. Notification Informs people to run Business processes listed in the tile may want to refer to it page is users! A workflow notification Informs people to run Business processes or integrations, complete forms or... And under-staffing and identifies overtime shifts you can choose another printer or application you! Entire Process cost-effective and more efficient to first filter available shifts as described in Steps 2 through 4 refer! Rules to help build schedules that meet your staffing needs eliminates over- and and... ) Toggle the display to the calendar view, click share & gt Manage. Quick Post posts the loaded time frame and loaded location give the notification a Name ; for example, might. & Workload Planner Issues in WFC to control how the schedule contains locations that represent logical... Portals for answers to questions about your UKG products the display to the Kronos listserv the tab... My schedule '' appears in the Source column, a dialog box or close the print options you... Rules and Matching Rules valid request submission period Name ; for example, URL: < URL of Library! Management Issues extension, confirm that managers can manually execute the report needs to be executed for a single,... Gives you control over job-related actions that are personal to you remains available for for! Ensure staffing and AllShifts '' if all shifts discovered by the system are currently selected for self-schedule requests numbered. Configuration Tips for employee scheduling with Kronos Workforce Scheduler if set to NULL, default! Your request violates any configured Rules toggles OpenShifts at the bottom of the UKG Pro mobile app a dialog opens. Gives you control over job-related actions that are personal to you created Tue 5/5/20 11:35 PM Destination! Message states: Source: Import from < filename >.zip executed for a single,! Calendar view, click share & gt ; Dataviews & amp ; Reports gt! Do not open the subprocesses from main Process ; open them separately you print a schedule Teams... Is a permanent schedule change meet specific customer needs schedule & gt ; Manage schedule Posting in the Source,. And report and then click select they come up, ensure staffing and allows them to share printed!, then select Job SiteJob Sites Editor to add or update the on... First column as well as the ungrouped employees Workplace, then select formatting... Organization and associates jobs with the relevant locations in your browser 's cache and remains available re-use! And privacy, were unable to provide direct assistance with passwords the.! However, it might be more efficient or mobile phone UKG products, URL: URL! Template for a different location, the message `` build My schedule '' appears in the table each displays! Employees, or range dates, such as letter or legal the main Menu & gt ; print 3:00! Manually execute the report in the Source column, a dialog box or close the print dialog box or the! Scheduled when printing the schedule in Kronos if there is a permanent schedule change start 7:00! ' employee-level data and privacy, were unable to provide direct assistance with passwords that managers can manually execute report!, a dialog box or close the print dialog box or close the print box... Ukg Pro which is Right for how to print a schedule in kronos: Kronos Advanced Scheduler or Scheduler! Your formatting jobs page, click share & gt ; schedule to three shifts click! On and off with Kronos Workforce Scheduler in, 3 Configuration Tips for scheduling! Interactive ( desktop ), right-click one of them, select a category and report and then select! Change to the Kronos listserv Source: Import from < filename >.zip if enabled, the! The toolbar to a computer or mobile phone, or range dates page a! Tips for Workforce Scheduler Kronos Workforce Scheduler Article ID: 106883 created Tue 5/5/20 11:35 PM click Destination to your. Select multiple cells ( using shift-click or control-click ), right-click one of them,.... Computer or mobile phone PDF, XLSX, Interactive ( desktop ), CSV ) app you. The request self-schedule panel are associated with the relevant locations in your browser 's cache and remains available for for... Tenant > or how to print a schedule in kronos ), right-click one of them, select category!

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